+1,060.5%
AXON vs FTV
+107.5%
+953.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.0% | +4.1% |
| 7D | -25.6% | -0.7% | -25.0% | -25.3% |
| 30D | -23.9% | +18.3% | -42.2% | -31.0% |
| 3M | -50.4% | +10.2% | -60.6% | -53.2% |
| 6M | -20.0% | +12.8% | -32.8% | -25.8% |
| YTD | -44.5% | +23.4% | -67.8% | -51.8% |
| 1Y | -44.9% | +31.4% | -76.3% | -54.0% |
| 3Y | +44.7% | +38.7% | +6.1% | +14.1% |
| 5Y | +86.7% | +18.6% | +68.1% | +59.6% |
| 10Y | +1,060.5% | +110.1% | +950.3% | +564.9% |
| All | +1,060.5% | +107.5% | +953.0% | +564.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling